Apollo Commercial Real Estate Finance Inc. (ARI)
Apollo Commercial: A 20% Liquidation Opportunity Hiding In Plain Sight
Apollo Commercial Real Estate Finance has transitioned from a commercial REIT to a liquidation stub after selling its loan portfolio for $8.6 billion. At $6.84 per share, ARI offers 13–24% upside if liquidation proceeds as management estimates, with a Buy rating justified by the current discount. The September 29 shareholder vote on liquidation is pivotal; approval could yield $7.75-8.50 per share in distributions by 2028.
Apollo Commercial's Liquidation: Buy, Sell, Or Hold?
Apollo Commercial Real Estate Finance, Inc., has scheduled a special meeting for September 29, 2026, to vote on a formal Plan of Complete Liquidation and Dissolution; HDO recommends voting "FOR." Within 30 days of shareholder approval (expected late October 2026), ARI will distribute excess balance sheet cash of $3.70 to $4.00 per share. Following the initial cash payout, ARI will convert into a Liquidating Trust managed at a reduced 0.50% base fee on net assets.
New Strong Sell Stocks for August 4th
ARI, BEP and BLDR have been added to the Zacks Rank #5 (Strong Sell) List on August 4th, 2026.
Apollo Commercial Being Liquidated, Showing Investors How To Profit (Downgrade)
Apollo Commercial Real Estate Finance, Inc. is pursuing liquidation, pending shareholder approval, after failing to find a viable path forward. ARI will return cash to shareholders and attempt to sell its $466M REO portfolio, with a special $3.75/share dividend declared. The current market price ($11/share) trades at a modest 8.3% discount to book value ($12/share), reflecting uncertainty around asset liquidation values.
Meta Acquires ARI to Fuel Humanoid Robot Push
Meta has acquired Assured Robot Intelligence (ARI), a startup developing artificial intelligence models for general-purpose, humanoid robots. Xiaolong Wang, who co-founded ARI with Lerrel Pinto, shared news of the acquisition in a Friday (May 1) post on X.
Apollo Commercial Real Estate Finance, Inc. (ARI) Q1 2026 Earnings Call Transcript
Apollo Commercial Real Estate Finance, Inc. (ARI) Q1 2026 Earnings Call Transcript
Apollo Commerical Finance (ARI) Q1 Earnings and Revenues Lag Estimates
Apollo Commerical Finance (ARI) came out with quarterly earnings of $0.22 per share, missing the Zacks Consensus Estimate of $0.29 per share. This compares to earnings of $0.24 per share a year ago.
Apollo Commercial: Business Model Is Changing Following Sale Of Loan Portfolio (Rating Downgrade)
Apollo Commercial Real Estate Finance is downgraded to hold due to an uncertain income outlook following the $9B loan portfolio sale. ARI now holds significant cash, reduced risk, and a stable share price, but lacks a clear forward strategy for income generation. Management is evaluating options, including expanding real estate owned assets and cost reductions, while maintaining a 9% dividend yield.
Apollo Commercial Real Estate Finance, Inc. (ARI) Q4 2025 Earnings Call Transcript
Apollo Commercial Real Estate Finance, Inc. (ARI) Q4 2025 Earnings Call Transcript
Apollo Commerical Finance (ARI) Lags Q4 Earnings and Revenue Estimates
Apollo Commerical Finance (ARI) came out with quarterly earnings of $0.26 per share, missing the Zacks Consensus Estimate of $0.27 per share. This compares to earnings of $0.32 per share a year ago.
Opportunity Alert: Apollo Commercial Proves Doubters Wrong With $9 Billion Sale
Validated Book Value: Selling for 99.7% of par confirms Apollo Commercial Real Estate Finance, Inc.'s intrinsic value of approximately $12.05 per share. Massive Cash Position: Post-transaction, ARI emerges with $1.4 billion in net cash and minimal debt. Dividend Continuity: Management intends to maintain the $0.25 quarterly dividend for Q1, targeting an 8% yield on post-transaction book value.
Apollo Commercial: Interesting Transaction In The CRE Space
Apollo Commercial: Interesting Transaction In The CRE Space
